Expect Gold, Treasuries, and Other Safe Assets to Rise After Iran Attack. Why Investors Shouldn't Panic.

Core Viewpoint - The article discusses the potential implications of the reported death of Iranian Supreme Leader Ali Khamenei, suggesting that investors should avoid hasty reactions to the news, particularly in relation to safe-haven assets like gold and treasuries [1]. Group 1: Market Reactions - Following the reported death of Khamenei, it is anticipated that safe assets such as gold and U.S. Treasuries will see an increase in value as investors seek refuge amid geopolitical uncertainty [1]. - The article emphasizes that the U.S. and Israel are actively pursuing regime change in Iran, which could lead to further instability in the region and impact global oil markets [1]. Group 2: Oil Market Implications - The Strait of Hormuz is a critical chokepoint for oil exports, with over 14.5 million barrels of crude condensate passing through daily in 2025, highlighting the strategic importance of the region in global energy supply [1]. - The potential for increased military action in Iran could disrupt oil exports, leading to volatility in oil prices and affecting energy markets worldwide [1].